More than just Billing

Dynamics Billing is a robust billing solution capable of handling any billing requirement that brings benefits to all business areas.

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The Dynamics Billing Process

Dynamics Billing gives you complete control over each step in the billing process.

"Finding a billing platform that is flexible enough to meet our needs yet easily configurable was quite challenging. After reviewing and comparing over 30 options, we found that Omniware was the perfect fit."

CIO, large logistics and security company

Solution Components

catalogue

Product Catalog

  • Create, store, and modify any type of product or service offering with ease
     

  • Implement product hierarchies with no lineage limitations
     

  • Synchronize with your existing product catalog 
     

  • Assign attributes to  create unique charging factors for each product

price tags

Pricing

  • User-managed pricing control
     

  • Designed to handle all pricing models – subscription, usage-based, one-time, and volume discounts
     

  • Create pricing hierarchies for each product with no limitations
     

  • Present multi-faceted pricing options for each product with an unlimited number of charge options

outline of people hovering above hand

Customer Care

  • Capture all customer information in the Dynamics Billing accounts module
     

  • Create account hierarchies to manage branches and subgroups with no lineage limitations
     

  • View summaries of customers in one place: aging info, attributes, sold products, billing summaries, invoices, payments, collections, & more 
     

  • Manage expiry dates on the fly

bill

Billing

  • Dynamics Billing is an Event-based Billing System that enables any type of billing model to be rated and charged for quickly and easily
     

  • Calculate charges for any level of complexity
     

  • Determine taxes using Dynamics Billing or Integrate with any 3rd party tax service
     

  • Integrate with transactional systems for event loading; or upload  from CSV files
     

  • Create separate bill cycles for certain accounts or system-wide
     

  • Supports multi-currency billing

invoice

Invoicing

  • Invoices are auto-generated during billing and are viewable at any stage
     

  • Fully customizable invoice layout
     

  • International support - multicurrency and multilingual
     

  • Invoices can be open or balance forward
     

  • Numerous invoice functions available including hold, enhanced delivery process, invoice messages, usage adjustments, and minimum invoice auto-charge 
     

  • Create workflows to manage automatic email invoice delivery to clients 

hands exchanging money

Payments & Adjustments

  • Import and enter payments 
     

  • View detailed payment summaries
     

  • Use the batch adjustment interface to enter multiple adjustments at once
     

  • Create credit/debit memos for adjustments
     

  • Third-party payment integration

money

Collections

  • View aging info, and overdue amounts by customer
     

  • Create different levels of automated collection actions for overdue accounts including invoice messages and workflows
     

  • Aging information reflected in ledger
     

  • Setup late payment charges to automatically be applied to future invoices

accounting

Accounting & Finance

  • Customize an organization-specific template that captures the data necessary for integration with the GL of choice
     

  • Handle payment and aging information per customer

reporting and analytics

Reporting

  • Create custom reports easily
     

  • Standard reports included: bill period revenue, bill run errors, credit limit threshold, invoice taxes, purchase order threshold, unbilled usage, and un-invoiced transactions
     

  • Schedule the frequency of reports 

Dynamics rule builder

Everyone has unique requirements. We've designed a rule builder that enables you to create pricing models that are influenced by data from any entity within the Dynamics Billing solution.
 

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Integration

  • Integrate seamlessly with 3rd party applications – payment processing, GL, taxation, and more

  • Customer portal Integration 

Business woman drawing global structure networking and data exchanges customer connection

Usability

  • All billing information is centralized

  • Create complex pricing models through configuration – no coding required  

  • Common interface for all user types – sales marketing, operations, customer service

flow of data

Security

  • Define permissions at user and group levels

  • Track all changes made to records within the system for auditing

  • Hosted in Microsoft Azure